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How well do you tell your company story? You should be telling your story in every way you can. Be it at the bar, at a networking event, as you prospect for new insurance customers, on your website, and in your advertising. Whether you’re aware of it or not, you’re already giving some version of your story in those places, but let’s … more »

If you’re an independent insurance agent, chances are you’re that, plus an accountant, plus an office administrator, plus a marketer, plus “whatever-the-heck-else-needs-to-be-done-around-here” expert.
Owning your own independent insurance agency, or working on a small team at one carries a lot of weight and requires that you … more »

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Did you know that California has more people employed as Insurance Agents than any other state? According to the Bureau of Labor Statistics, we do. And there are more people joining the ranks and trying their hand at running their own Insurance Agency each year.
While having to be an expert in the industry, and in … more »

photo credit: Lomax Dashboard via photopin (license)
“I have a grand plan for life,” a date told me once.
“Oh?” I said. “And what is this grand plan?”
“To make millions and have a lake house,” he said simply.
“And…?” I asked, confused.
“And what?” he asked.
“And what is your plan to achieve that?” I asked.
“That’s the … more »

This is a busy time of year. Obviously.
We’re all hustling about trying to fit in work deadlines, personal plans and tasks, and we’re trying to make sure that we enjoy the holiday season and that everything looks perfect and “Merry & Bright.”
That means that it’s easy for Insurance Agents and customers alike to feel frazzled and short … more »